Rachael Thomas is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera and previously worked at firms including Concourse Financial Group Securities Inc and Investment Distributors Inc. Outside of her advisory role, she serves as an intergroup representative for Alcoholics Anonymous and is a junior board member of the Addiction Prevention Coalition. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to both affiliated and third-party investment managers.

Robert Smith Jr. is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Birmingham, AL. He previously worked for Bbva Wealth Solutions Inc. and related entities for six years. In addition to his advisory role, he is a financial consultant with Pinnacle Asset Management and Pinnacle Financial Partners, assisting clients with financial planning and securities implementation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer advisory programs.

Joe Greene is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of Greene, Morton & Associates. He has been with Merrill Lynch since 2011, bringing over 15 years of experience in financial analysis, business development, and financial management. Joe provides personalized financial strategies to high net worth individuals, families, business owners, and retirees. His approach focuses on understanding each client's unique goals and circumstances to develop tailored financial planning, retirement planning, investment management, risk management, tax-efficient strategies, estate and legacy considerations, and wealth accumulation planning. Joe holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and a Master's in Business Administration with concentrations in Finance and Strategic Management from the University of Alabama, where he also earned his bachelor's degree in management. He is affiliated with the University of Alabama Alumni Association and serves as Board Chair for Food For Our Journey. Prior to his career as a financial advisor, Joe worked in healthcare administration and as a small business CFO. Outside of work, he enjoys spending time with his family, coaching youth sports, playing golf, hunting, and fishing.

Cristine Ferguson is a financial advisor with Merrill Lynch Wealth Management and a member of the Taylor-Lepley team. She brings over 20 years of experience in strategic growth and business development, primarily within the healthcare sector. Cristine is dedicated to helping clients navigate financial decisions through personalized planning and a collaborative approach. With expertise in relationship management, strategic planning, and leadership, she works to understand clients' goals and develop tailored strategies to support their financial well-being. Cristine holds a Bachelor of Arts degree from Park University and an MBA from Samford University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from St. Louis, Missouri, Cristine has lived in Birmingham since 1999. Outside of her professional work, she enjoys cooking, genealogy, hiking, and spending time with her family.

Philippe Lathrop is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America, N.A. for 14 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, leveraging Wells Fargo’s research and tools to develop tailored recommendations for clients.

Asjha White Silas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she worked at Wells Fargo Bank, nA, BBVA, and several automotive dealerships. Outside of her advisory work, she also drives for Uber. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kenneth Bluestein is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience in providing financial and wealth management advice and services to affluent families, individual clients, closely-held businesses, and non-profit organizations. His expertise includes family wealth management strategies, legacy planning, retirement income, portfolio management services, and small business strategies. Kenneth works closely with clients through personal consultations to establish quantifiable goals and prioritize their financial needs. He develops and implements customized strategies leveraging a wide variety of financial instruments, including developing tailored approaches for corporate retirement plans. He holds a Bachelor of Science degree in Corporate Finance from the University of Alabama System and maintains FINRA registrations Series 7, Series 63, and Series 65. Additionally, he holds the designation of Personal Investment Advisor (PIA). Outside of his professional role, Kenneth engages in community involvement and enjoys golf, coaching basketball, and traveling with his wife, Karen, and their three children.

Donna Womack is a financial advisor with Morgan Stanley Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2003. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Turnbough is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience, including 14 years with Raymond James. Raymond James & Associates is a large firm serving individuals, institutional clients, and various organizations with financial planning and investment consulting. The firm offers a range of portfolio management styles and specialized services, including municipal advisory and employer consulting programs.

London Huie is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has prior work history including roles at O'Neal Steel, LLC and O'Neal Industries, as well as experience at Jacksonville State University and his own firm, Huie and Associates. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Bethany Davis is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 credential and 12 years of industry experience. She was previously with The Covenant Group from 2012 to 2019 before joining LPL Financial. Outside of advising, she is the owner of Feed Dixie Farms, a business based in Wilsonville, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management services, utilizing a broad range of investment strategies and technology tools alongside a large network of investment adviser representatives.

Kelly Webb is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 63 designation and 25 years of industry experience. She previously worked at Merrill from 2008 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its advisory services.

Clay Wheeler is a financial advisor with Wells Fargo Clearing in Birmingham, Alabama, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Bank of America, N.A. for 11 years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Clayton Lake is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to that, he was involved with HLW Pubs. LLC, Arch Global Precision, and Good People Brewing Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Clay Kaplan Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 13 years of industry experience. His prior roles include positions at First Horizon Advisors, Iberia Bank, Regions Bank, and Morgan Keegan & Company, Inc. Kaplan currently operates under the First Horizon Advisors trade name at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Elliot Hicks is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP® and Series 63 designations and previously worked for Securities America, Inc. and Securities America Advisors from 2015 to 2024. In addition to his advisory role, he serves as executor of his brother and sister-in-law’s will. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a broad network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct and manage portfolios.

Ryan Caffrey is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial Services and academic positions at the University of Alabama and Seven Lakes High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ronald Fritze is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Wachovia Securities Financial Network since 2009. Outside of his advisory work, he has ownership interests in a hunting club and manages an investment-related financial business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu focusing on diverse client needs, supported by proprietary research and tools.

Thomas Ward Jr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which serve as a basis for client decisions.

Eugenia Smallwood is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as trustee for her children's trusts and acts as executor and fiduciary for family estates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.